WealthTech Today

Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.

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Recent Episodes

#ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem for Modern Retirement, with Rhian Horgan, CEO of Silvur

Posted December 10, 2020

“What I think is different about our approach, firstly, is that we’re purpose built for decumulation. The second thing is that we’re built for...

#ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare

Posted December 3, 2020

“TAMPs are often the first thing that advisors outsource.  They know that they aren’t very good at investments and they were very happy to turn...

#ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road

Posted November 30, 2020

It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 75 of the Wealth Management Today podcast. This is our monthly...

#ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts

Posted November 20, 2020

“Not all checks are equal. You can go get funding from somebody who will give you a check and no more than that. Or, you can get funding and a partner...

#ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin

Posted November 12, 2020

“Why am I fintech heretic? I must get bored easily and so I always look for what’s the edge. Where’s the place where people are breaking things...